Relius and Crystal Reports

[kellygray79]

We are trying to create a custom RMD report that will list Participant, SSN, DOB, DOT, 5% Owner (Y/N) and Account Balance.  I am using one of the 70 1/2 Detail reports and I've added the fields for DOT and 5% Owner. 

I've inserted a sub-report to pull in the ending account balance, HOWEVER, it is pulling in information that is not in Relius.  In my subtotal there are funds reporting a balance that have NO balance.  It is including the correct balance for the funds that do have a balance, but NO idea where the other numbers are coming from!!!

Is this possibly a database issue or a subreport linking issue?  I don't have to use the subreport if any has suggestions for getting my ending balance onto the report.  I am a novice (which is generous) but nothing I've tried is working - with or without the subreport. 

PLEASE HELP!! :)

[Tom Poje]

you might trying running this and see what you think, it is one I created.  the age factors are hard coed, but until they revise the table the report should work.

In the office we run it both individual plan or globally on all plans (a separate report is created for each plan with min distributions)

Min Distributions Report.rpt

[kellygray79]

I couldn't get this report to run at all...nothing populated.

This is the report I put together and everything works except the ending balance totals.  It is pulling in balances for investments we haven't used in YEARS.  So bizarre!

Custom - 705 w DOT and EB and Own.rpt

[Tom Poje]

not sure why nothing is populating, but I will send you a modified version of your report that appears to match my results

[BG5150]

call Relius.  They are usually very helpful.